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Community Financial System, Inc. · 2 months ago

OneGroup Business Risk Specialist

Syracuse, NY

Full-time

Onsite

New Grad, Entry Level

Community Financial System, Inc. is seeking a Business Risk Specialist responsible for generating new commercial insurance sales and maintaining client relationships. The role involves understanding client needs, presenting effective insurance solutions, and managing a database of qualified leads.

Financial ServicesFunding PlatformWealth Management

Responsibilities

Meet with and regularly and proactively review client needs

Demonstrate technical selling skills and product knowledge in all areas and across other company services to provide clients with effective presentations of insurance solutions

Understand and ability to sell consultatively and makes recommendations to prospects based on their needs, not on availability of any specific products

Use and maintain prospect and pipeline information within the agency CRM

Develop and maintain a database of qualified leads through referrals, telephone canvassing, face to face cold calling on business owners, direct mail, email, and networking

Maintains accurate records of all sales and prospecting activities including sales calls, presentations, closed sales, and follow-up activities

Ability to acquire detailed client information for submission for underwriting, pricing, and presentation and to seamlessly transition new accounts to the client service team

Adhere to all company policies, procedures and business ethics codes

Attend regularly and actively participate in scheduled sales meetings, seminars and events

Proactively establish and maintain effective working team relationships with all support departments and across all affiliated companies for the purpose of maximizing cross-marketing opportunities

Participate in continuing education, self-education and credentialing

Maintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to pertinent policies, procedures, and internal controls, and meet all job-specific training requirements in a timely fashion

Perform other duties as required

Qualification

Commercial insurance salesTechnical selling skillsCRM proficiencyClient relationship managementConsultative sellingNetworkingSales presentationsContinuing education

Required

Relevant experience and education will be taken into consideration when determining actual starting pay rate